Focus on total returns
We recommend corporate bonds
that have attractive yields relative to their risk and have the
opportunity for capital appreciation and strong total returns.
See our full investment
strategy
Invest over Time
We make new corporate bond
recommendations after quarterly earnings releases. This enables
us to capitalize on opportunities over the course of time.
Learn why our
approach beats bond ladders
Rigorously Follow and Update
After making an initial
recommendation, we update our buy/sell/hold recommendations
quarterly based on the latest company financial reports and the
performance of our recommended bonds.
Sell Before Maturity
We typically sell bonds before
maturity to lock in capital gains, increase interest income, and
reduce investment risk.
When To Sell Bonds